Moving Beyond the Sixth Step To Create Real Value for Clients Today

Jetton, Elizabeth
November 2007
Journal of Financial Planning;Nov/Dec2007 Supplement, p8
Academic Journal
The article discusses how financial planners can make better use of the "sixth step" of financial planning. That step, monitoring past recommendations, is typically performed during an annual meeting with the client. The author suggests more needs to be done than just a review of financial documents. Planners should take the opportunity to find out more about what is happening in a client's life, and how those changes could affect one's financial strategy. Planners can add value to the client's relationship by going beyond the strictly financial.


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